To Sell or Not to Sell? A Critical Question of Timing
In the lifecycle of every business there comes a time to consider if “NOW” is the correct time to sell, assuming selling is the ultimate intention of the owner(s) to generate liquidity for [...]
Articles & Announcements
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Articles
Critical Elements for a Successful Business Sale
Every M&A transaction can seem like a roller coaster ride taking many turns and with multiple hills to climb along the way. There can be times when the transaction feels like it is on the [...]
Comprehensive Preparation: The Key to a Successful Sale
Today’s M&A market continues to be vibrant putting ever-increasing demands on M&A advisors, who must prepare key materials and research multiple sources of information to identify the [...]
Business Actions to Mitigate the Effects of a Future Economic Downturn
In today’s business environment, the question is not whether there will be an economic downturn, but when. The economy is growing—for now. But good times are the ideal time to contemplate a plan [...]
Five Reasons You Should Hire an M&A Advisor
You can manage the sale of your business on your own, but should you? The buyer is going to have a highly experienced team on its side. When they sit across from you at the negotiation table, [...]
Simple Steps to Help Sell Your Business
Buyers aren’t the only people investigating businesses for sale. You should investigate your own company, carefully planning for the sale well before it becomes a reality and implement measures [...]
Proven Approach to Accelerate Growth and Enhance Equity Value
Current market conditions are making it a very attractive and opportune time to consider making accretive acquisitions as part of a company’s overall growth strategy. An active acquisition [...]
How to Increase Revenues and Earnings in a Slow Growth Economy
Buy and Build (download pdf) How to Increase Revenues and Earnings in a Slow Growth Economy Is this an opportunity for you or your clients? One of the most prolific ways in which private [...]
The Most Common Mistake Made by Sellers
Most Common Mistake Made By Sellers (download pdf) “Selling to the Unsolicited Buyer” If someone contacts me, indicating an interest in buying my company, and I am willing to entertain an [...]
Improving Values and Appeal of Businesses
Improving Values and Appeal of Businesses (download pdf) In previous newsletters, we have discussed how industry dynamics and general economic conditions can affect business valuations and [...]
Transactions
Windward Advisors, LLC announces the sale of RCS to D1 Moving & Storage
RCS Commercial Moving & Warehousing Richmond Commercial Services, Inc. (“RCS”), founded in 1994, is a leading professional, commercial relocation and warehousing services firm serving [...]
Windward Advisors, LLC announces the sale of EnTrust Records Management to Vital Records Control
EnTrust Records Management EnTrust Records Management, Inc. (“EnTrust”), is a Virginia Corporation with a 25-year history working with clients to develop and manage comprehensive records [...]
Windward Advisors, LLC announces the sale of EvriChart, Inc. to Vital Records Control
EvriChart-announcement (pdf) EvriChart, Inc. (“EvriChart”), a Virginia Corporation with operations in VA, WV and MO, was founded in 2002 by Gayle Keith, John King and Pat King, and is a provider [...]
Windward Advisors, LLC announces the sale of Stern’s Printing and Engraving Co. to Worth Higgins & Associates
Stern’s Announcement (download pdf) Stern’s Printing and Engraving Co. (“Stern’s”), is a highly successful marketing, printing supply and fulfillment services provider headquartered in [...]
Windward Advisors, LLC announces the sale of Titan Group, LLC to Arthur J. Gallagher & Co. (NYSE: AJG)
Titan Transaction Announcement Titan Group, LLC (“Titan”), headquartered in Richmond, VA and founded in 2001 by Genevieve Roberts and Lee Weisiger, provides human resource consulting services for [...]
Windard Advisors, LLC announces the sale of TransGlobal Oil Company to VPS Convenience Store Group
Bread Box Announcement TransGlobal Oil Company (“TOC”), headquartered in Knoxville, TN, owned and operated the BreadBox convenience stores, well known for cleanliness, friendly customer service [...]
Windward Advisors, LLC is pleased to announce the sale of Healthcare Contract Resources, Inc.
HCR Sale Announcement Healthcare Contract Resources, Inc. (“HCR”) located in Roanoke, VA, is a highly regarded Health Information Management (“HIM”) company that provides medical coding and [...]
Windward Advisors, LLC is pleased to announce the sale of Shippers Commonwealth, LLC to RedPrairie Corporation
Shipcomm Sale Announcement Shippers Commonwealth, LLC (“ShipComm”), headquartered in Charleston, SC, is a leading provider of advanced automated transportation planning and management system [...]
Windward Advisors, LLC is pleased to announce the sale of RoMack, Inc. To FiberTech USA, Inc.
RoMack Sale Announcement RoMack, Inc. (“RoMack”) located in Williamsburg, VA, is a highly regarded specialist in fiber optic system solutions for industry and science, designing and manufacturing [...]
Windward Advisors, LLC is pleased to announce the sale of XEP, the educational products division of Xperts, Inc., to Public Consulting Group, Inc.
Xperts Sale Announcement Xperts, Inc. (“Xperts”) headquartered in Richmond, VA, developed the education industry’s first fully web-based individualized education plan (IEP) management solution, [...]
Windward Advisors Served as Financial Advisor to MeadWestvaco’s Divestiture of Specialty Papers Mill
RICHMOND, VA — Windward Advisors, LLC, announced they served as exclusive financial advisor to MeadWestvaco Corporation (MWV) for the company’s sale of its Specialty Papers Cedar mill in [...]
Windward Advisors, LLC is pleased to announce the sale of Kids in Focus to Community Alternatives Virginia, Inc.
KIF Sale Announcement Kids in Focus (“KIF”) is a highly regarded provider of short-term diagnostic care and therapeutic services for young people in crisis. KIF’s comprehensive child assessment [...]
Speaking Events
Windward Advisors a Panelist for Leadership Forum at University of Richmond
“Building Business Value – Lessons from the Trenches”
Windward Co-Presenter in 5th Business Owner Roundtable Education Event
“Unlocking Private Company Value to Achieve Personal and Business Goals”
Windward Speaks to Certified Financial Planners
“Recognizing Opportunities to assist Business Owners in Building, Preserving and Realizing Value in Privately Held Businesses”
Windward Advisors a Panelist for Virginia Society of CPA’s, 21st Annual Professional Development Conference
“Helping Business Owners Build, Preserve and Realize Value in Their Companies”
Windward, a Presenter for Virginia Society of CPA’s, 18th Annual Professional Development Conference
“Exit Strategy Planning, Alternatives & Options for Business Owners”
Windward Advisors Addresses Estate Planning Council – Lynchburg Chapter
“Exit Strategy Planning, Alternatives & Options during Turbulent Times”
Windward speaks at Virginia Society of CPA’s, Tidewater Chapter Annual Conference
“Exit Strategy Planning, Alternatives & Options for Business Owners”
Windward Educates at Roanoke Area Chapter-Virginia Society of CPA’s Conference
“Exit Strategy Planning, Alternatives & Options, and the Sales Process”
Windward Advisors Presents at Financial Planners Association- Central Virginia Chapter Seminar
“Buying and Selling Closely Held Businesses”
Windward Advisors, a Panelist for Virginia Continuing Legal Education (CLE) Annual Conference
“Exiting the Private Company: Board Duties and the Importance of Process”
Securities Products are offered through BA Securities, LLC
Member FINRA & SIPC
Windward Advisors, LLC and BA Securities, LLC are separate and unaffiliated entities
Testimonials may not be representative of the experience of other customers and is no guarantee of future performance or success.
Member FINRA & SIPC
Windward Advisors, LLC and BA Securities, LLC are separate and unaffiliated entities
Testimonials may not be representative of the experience of other customers and is no guarantee of future performance or success.
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